Instuitional Investor - Refined Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Refined Wealth Management |
| Portfolio Value | $155,624,449 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | COIN | 58,056 | $19,593,319 | 12.59% | |
| 2. | Vanguard World Fd - ESG INTL STK ETF | 240,811 | $16,705,066 | 10.73% | |
| 3. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 313,503 | $15,505,860 | 9.96% | |
| 4. | Invesco Qqq Tr | 24,473 | $14,692,855 | 9.44% | |
| 5. | Vanguard Index Fds - VALUE ETF | 65,001 | $12,122,036 | 7.79% |